+99.5%
KEY vs PNC
+206.2%
-106.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.1% |
| 7D | -0.5% | -0.6% | +0.1% | +0.2% |
| 30D | +6.7% | +5.8% | +0.9% | 0.0% |
| 3M | -4.6% | -7.9% | +3.3% | +4.8% |
| 6M | +2.6% | +10.0% | -7.4% | -8.3% |
| YTD | +7.0% | +14.8% | -7.8% | -9.4% |
| 1Y | +23.5% | +29.7% | -6.2% | -9.3% |
| 3Y | +126.4% | +114.4% | +12.0% | -6.7% |
| 5Y | +13.0% | +36.0% | -22.9% | -19.5% |
| 10Y | +99.5% | +204.7% | -105.2% | -39.1% |
| All | +99.5% | +206.2% | -106.7% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling